SF
JPME icon

Summit Financial’s JPMorgan Diversified Return US Mid Cap Equity ETF JPME Stock Holding History

Summit Financial’s Portfolio JPME Stock Details JPME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$490K Buy
3,946
+77
+2% +$9.32K 0.01% 1102
2026
Q1 		$443K Buy
+3,869
New +$445K 0.01% 1038

Other funds holding JPME

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
MWM
Manske Wealth Management Houston, Texas $403M AUM 27.32% 1-Year Est. Return

Summit Financial's JPME Position: Q2 2026 in Review

Summit Financial increased its JPMorgan Diversified Return US Mid Cap Equity ETF (JPME) stake by 2% in Q2 2026, buying an estimated $9.32K and bringing the position to 3,946 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #1102.

Summit Financial first reported a position in JPME in Q1 2026 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold JPME as of Q2 2026.

  • Summit Financial held 3,946 shares of JPMorgan Diversified Return US Mid Cap Equity ETF worth $490K as of Q2 2026.
  • Summit Financial bought 77 JPMorgan Diversified Return US Mid Cap Equity ETF shares in Q2 2026, an estimated $9.32K.
  • JPMorgan Diversified Return US Mid Cap Equity ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1102 holding.
  • Summit Financial first reported a position in JPMorgan Diversified Return US Mid Cap Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held JPMorgan Diversified Return US Mid Cap Equity ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.